Property Casualty Licensed Customer Service Representative

Winchester Insurance Services Inc; Murrieta (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Professional Development

Job Stability

Job summary

Winchester Insurance Services Inc is seeking a personable Customer Service Representative to provide excellent customer service and support in Murrieta, CA. The role requires an active California or Arizona Property & Casualty Insurance License and familiarity with various insurance carriers. Responsibilities include answering inquiries, maintaining accurate records, and collaborating with colleagues to ensure client satisfaction. Ideal candidates have 2-3 years of experience in the insurance field and strong organizational skills. Competitive salary and benefits are offered.

Qualifications

• 2-3 years of experience working for an insurance broker.
• Active California or Arizona Property & Casualty Insurance License is required.
• Familiarity with insurance carriers including Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo.

Responsibilities

• Answer customer questions via phone, email, and in-person.
• Assist clients with new endorsement quotes and updating policies.
• Maintain detailed records of client interactions.

Skills

Customer service skills

Knowledge of insurance carriers

Time management

Detail-oriented

Education

High school diploma/GED

Tools

Microsoft Office

Job description

Benefits

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Benefits/Perks
• Competitive Pay
• Professional Development
• Job Stability in a growing industry
• Health Benefits

Job Description

We are a fast-growing company seeking a personal lines licensed insurance professional and personable Customer Service Representative to round out our wonderful team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate has a great attitude, with 2-3 years of experience working for an insurance broker, is detail-oriented, friendly, and familiar with insurance carriers including but not limited to Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others. Must have a California or Arizona Property & Casualty insurance license. This is an in-office position so, must be local to Murrieta, Menifee, Temecula and surrounding areas. We are licensed in 11 states with offices in 3 states and growing. Hours Monday to Friday 8 am to 5pm.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new endorsement quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review policy coverages and/or underwriting guidelines
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance carriers (Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others)
• Active California or Arizona Property & Casualty Insurance License
• High school diploma/GED required
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications